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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,204 | $56,894-43.4% | $84,753-62.0% | $62,881-48.8% |
| Participation rate | 92.1% | 68.5%+23.6pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 5.97% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $568 | $2,400-76.4% | $3,574-84.1% | $2,281-75.1% |
| Participant deferral / active EE | $3,434 | $2,709+26.8% | $3,712-7.5% | $3,203+7.2% |
| Admin fee / account holder | $235 | $3,581-93.4% | $5,333-95.6% | $4,296-94.5% |